Clearstead Advisors, LLC

Position in PM — Philip Morris International Inc.

CIK 842775 CLEVELAND, OH

Position in PM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$7,944,300

-$534,831 QoQ

Shares Held

43,913

-14.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#530

of 2,919 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Clearstead Advisors, LLC holds $23,511,025 across 4 Tobacco names. PM ranks #2 (33.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc.	215,438	$15,500,764
2	PM	Philip Morris International Inc. This page	43,913	$7,944,300
3	BTI	British American Tobacco p.l.c.	1,068	$65,959
4	ISPR	Ispire Technology Inc.	2	$2

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,944,300	43,913	-14.4%	Shares	Sole	2026-08-06
2026-03-31	$8,479,131	51,283	+36.5%	Shares	Sole	2026-05-06
2025-12-31	$6,027,350	37,577	-0.4%	Shares	Sole	2026-02-09
2025-09-30	$6,120,292	37,733	-1.7%	Shares	Sole	2025-11-10
2025-06-30	$6,992,517	38,393	+2.4%	Shares	Sole	2025-08-08
2025-03-31	$5,951,898	37,497	+2.7%	Shares	Sole	2025-05-13
2024-12-31	$4,396,024	36,527	-4.2%	Shares	Sole	2025-02-10
2024-09-30	$4,626,554	38,110	+1.0%	Shares	Sole	2024-11-13
2024-06-30	$3,823,890	37,737	+61.9%	Shares	Sole	2024-08-12
2024-03-31	$2,134,929	23,302	-6.6%	Shares	Sole	2024-05-14
2023-12-31	$2,347,390	24,951	-6.0%	Shares	Sole	2024-02-12
2023-09-30	$2,456,332	26,532	+1.8%	Shares	Sole	2023-11-07
2023-06-30	$2,544,270	26,063	+459.4%	Shares	Sole	2023-08-07
2023-03-31	$453,087	4,659	+28.1%	Shares	Sole	2023-05-09
2022-12-31	$367,999	3,636	-16.0%	Shares	Sole	2023-02-14
2022-09-30	$359,267	4,328	-1.7%	Shares	Sole	2022-11-15
2022-06-30	$434,653	4,402	+6.9%	Shares	Sole	2022-08-12
2022-03-31	$386,938	4,119	+8.8%	Shares	Sole	2022-05-04
2021-12-31	$359,575	3,785	-18.4%	Shares	Sole	2022-02-14
2021-09-30	$439,730	4,639	+13.9%	Shares	Sole	2021-11-12
2021-06-30	$403,575	4,072	+2.2%	Shares	Sole	2021-08-12
2021-03-31	$353,717	3,986	+1.0%	Shares	Sole	2021-05-14
2020-12-31	$326,854	3,948	+6.6%	Shares	Sole	2021-02-11
2020-09-30	$277,612	3,702	+2.5%	Shares	Sole	2020-11-12
2020-06-30	$253,056	3,612	+0.5%	Shares	Sole	2020-08-11
2020-03-31	$262,218	3,594	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.